| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | BRONFMAN E.L. ROTHSCHILD, L.P. | 4,633 | 84,000 | 0.04% | ||
| 52 | SEVENBRIDGE FINANCIAL GROUP, LLC | 4,475 | 81,000 | 0.04% | ||
| 53 | CITIGROUP INC | 3,221 | 58,000 | 0.03% | ||
| 54 | ENVESTNET ASSET MANAGEMENT INC | 2,877 | 53,000 | 0.03% | ||
| 55 | Financial Architects, Inc | 1,215 | 22,000 | 0.01% | ||
| 56 | PENSERRA CAPITAL MANAGEMENT LLC | 1,009 | 18,000 | 0.01% | ||
| 57 | Creative Planning | 300 | 5,000 | 0.00% | ||
| 58 | JACOBI CAPITAL MANAGEMENT LLC | 200 | 4,000 | 0.00% | ||
| 59 | West Oak Capital, LLC | 200 | 3,626 | 0.00% | ||
| 60 | FIFTH THIRD BANCORP | 157 | 3,000 | 0.00% | ||
| 61 | MUFG Americas Holdings Corp | 107 | 2,000 | 0.00% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
